Management Proposal Request eform

Dear Board Member, 

Thank you for your interest in Baum Property Management as a possible solution for your management needs.  As we offer a full array of services covering property maintenance, financial management, and governance we can tailor our services to your specific needs.  Please fill out the RFP below as completely as possible as it will allow us to accurately quote our services.  Once we receive your request we will review your expectations and reply shortly thereafter.   Thank you. 

Date form filled out:
Name of Association:
Directions to Property::
Age of Property:*
Type of Property:*
# of Employees:
Developer's Name:
Explain any residual issues with Developer:
Association's Attorney Name:
Pending Lawsuits?:
Self Managed:*
# of years with Management Company:
Date of Change:
Name of Management Company:
Management Budget Amt:
Reasons for leaving current Mgmt. Co.:
Services Requested:*
# of Units:*
# of Buildings:
# Floors per Building:
Avg. Resale Value:
List amenities (Tennis courts, Swimming pool, Clubhouse, Pond/Lake, Garages, Parking Lot, Laundry facilities, Inground Sprinklers, Private Streets):
Average # work orders per month:
List Common Expenses (i.e. Scavenger, Water, Electric, Gas):
# of Board Members:*
Board Terms:
Frequency of Board Meetings:*
Board Mtg Day of week and Time:
Annual Meeting Month:
Published Rules & Regs:
Avg # R&R Violations a month:*
Newsletter Frequency per year:
Who does Newsletter:
Assessment timing:*
Avg Monthly $ Assessment per Unit:
How Collected:
Avg # Units Delinquent:
Do you have a current Reserve Study?:*
Reserve Acct Funded?:*
Approx $ in Reserve:
On Fiscal or Calendar year:
Avg # bills paid in month:
Utility Billbacks:
Name of Bank:
Is Board a signer on all accounts:
Special Assessment?:*
List Major Services Required (Landscape, Snow Plow, Painting, Exterior Maint, Interior Maint, Roof):
How did you hear of us?:
List recent projects:
Issues (i.e. related to common area, building, mgmt. co.):
Requestor's Name & Title:
Requestor's Email:
Requestor's cell phone number:
Requestor's home or work phone number:
Requestor's mailing address:
To prevent automated SPAM, please enter XX7R to submit your form (case sensitive):*

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